Eagle Ridge Investment Management - VANGUARD MUN BD FDS ownership

VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 533 filers reported holding VANGUARD MUN BD FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Eagle Ridge Investment Management ownership history of VANGUARD MUN BD FDS
ValueSharesWeighting
Q3 2023$11,698,545
+0.8%
243,213
+5.2%
1.28%
+4.6%
Q2 2023$11,610,713
+1.7%
231,197
+2.6%
1.22%
-5.1%
Q1 2023$11,417,295
+4.3%
225,371
+1.9%
1.28%
+0.5%
Q4 2022$10,946,941
+7.1%
221,195
+4.2%
1.28%
-0.5%
Q3 2022$10,218,000
-28.4%
212,265
-25.7%
1.28%
-25.3%
Q2 2022$14,262,000
+0.5%
285,697
+3.7%
1.72%
+13.5%
Q1 2022$14,197,000
-0.8%
275,403
+5.7%
1.51%
+1.1%
Q4 2021$14,305,000
+12.4%
260,509
+12.1%
1.50%
+5.6%
Q3 2021$12,729,000
+12.8%
232,409
+13.9%
1.42%
+8.3%
Q2 2021$11,280,000
+10.4%
203,974
+9.1%
1.31%
+5.9%
Q1 2021$10,218,000
+52.7%
187,005
+54.3%
1.24%
+46.0%
Q4 2020$6,691,000
+4.7%
121,227
+3.3%
0.85%
-5.4%
Q3 2020$6,388,000
+27.1%
117,337
+26.5%
0.89%
+17.5%
Q2 2020$5,024,000
+0.6%
92,791
-1.7%
0.76%
-12.2%
Q1 2020$4,992,000
+5.0%
94,363
+6.3%
0.87%
+35.9%
Q4 2019$4,754,000
+1.8%
88,790
+1.9%
0.64%
-5.8%
Q3 2019$4,672,000
+0.5%
87,134
-0.5%
0.68%
+0.3%
Q2 2019$4,648,000
+5.3%
87,581
+3.5%
0.68%
+4.2%
Q1 2019$4,412,000
+103.7%
84,603
+99.4%
0.65%
+76.1%
Q4 2018$2,166,000
-58.1%
42,430
-58.5%
0.37%
-50.5%
Q3 2018$5,167,000
+7.6%
102,304
+8.6%
0.74%
+2.8%
Q2 2018$4,800,000
+9.7%
94,164
+9.4%
0.72%
+7.1%
Q1 2018$4,376,000
+3.8%
86,100
+5.5%
0.68%
+3.8%
Q4 2017$4,216,000
+10.3%
81,596
+10.3%
0.65%
+2.8%
Q3 2017$3,823,000
+16.3%
73,994
+15.5%
0.63%
+1.3%
Q2 2017$3,288,000
+21.2%
64,066
+19.6%
0.62%
+17.7%
Q1 2017$2,712,000
+23.6%
53,551
+22.7%
0.53%
+16.4%
Q4 2016$2,194,000
+25.4%
43,655
+30.3%
0.46%
+17.5%
Q3 2016$1,749,000
+54.9%
33,515
+56.5%
0.39%
+49.8%
Q2 2016$1,129,000
+259.6%
21,415
+250.5%
0.26%
+254.8%
Q1 2016$314,0006,1100.07%
Other shareholders
VANGUARD MUN BD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Ackerman Capital Advisors, LLC 1,416,465$78,175,00019.87%
Leonard Rickey Investment Advisors P.L.L.C. 563,130$31,079,00014.15%
SCS Capital Management LLC 19,589,114$1,081,124,00010.74%
Compass Ion Advisors, LLC 492,187$27,164,00010.50%
RFG HOLDINGS, INC. 247,106$13,638,0008.90%
LWS Wealth Advisors, Inc. 352,991$19,482,0008.76%
Wealthfront Advisers LLC 23,375,954$1,290,119,0007.76%
RIVERSEDGE ADVISORS, LLC 245,307$13,539,0006.28%
First Ascent Asset Management, LLC 267,374$14,756,0006.21%
Quaker Wealth Management, LLC 200,753$11,080,0005.81%
View complete list of VANGUARD MUN BD FDS shareholders